AUMdb

Bourque Holdings 401(k) Plan

Sponsored by Bourque Holdings, Llc · EIN 844306683 · Plan #001

Total assets
$20.3M
Net assets
$20.3M
Active participants
173
With balances
144

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
John Hancock Retirement Plan Servic Recordkeeping, Investment management, Shareholder servicing fees $67,588